The Premier401(k) is a qualified retirement plan that allows employees to save and invest pre-tax dollars for their own retirement. The contributions and earnings within the plan are not taxed until distributed. Your money is invested in investment options that you choose from the ones offered through your company's plan.

• • Plan design options and recommendations Brokerage and consulting services Pre and post tax voluntary benefits Prepare, distribute and evaluate request for Proposals
    
    
• - Experienced Account Management
• • Experienced Account Manager is assigned
  • Toll-free access for employer's staff
  • Client report package
  
  
• - Enrollment and Fulfillment
• - Internet or Paper Enrollment
• • Internet or paper enrollment
  • On-site group meetings
  • Employee election information exchanged
  • Confirmation packages sent to participants
  
  
• - Award winning Benefit Enrollment Materials
• • Award winning electronic or printed enrollment and communication material
  • Standard or customized materials
  • Enrollment booklets, flyers, newsletters
  • Employer schedules and announcements
  
  
• - Deduction Management
• • Payroll contributions via ACH, wire, check
  • Reconciliation of contributions and posting to customer accounts
  • Discrepancy reporting, full reconciliation and posting contributions
  
  
• - Registered Representative Customer Service
• • Toll-free, bilingual access 12 hours per day, M - F
  • Enrollment support Employee self-service
  • 24/7 secure Internet and IVR access
  
  
• - Record Keeper and Trustee Services
• • Daily valuation and updates
  • Inquiry and update capability via the internet and IVR Online transactions
  • Loans,
  • Re-balance,
  • Statement Request Online Access to Customer Service
  
  
• - Implementation strategy recommendations
• - IRS-compliant Administration
• • Standard or customized plan documents
  • Regulatory updates
  • HIPAA Certificates
  • Discrimination testing